At any given time, you have high value, or important opportunities you want to keep a closer eye on. That’s where My Workspace comes in.
My Workspace is a place you can pin the opportunities you want to monitor, saving you valuable time and the need to search through the database every time you want to work on it.
Where do I find My Workspace?
My Workspace is accessed via the CRM Dashboard.
How do I add an opportunity to my Workspace?
- Open the Opportunity you want to add.
- Select the My Workspace checkbox located in the bottom left.